Alma
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43 results found
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More PO line options for Create Purchase Request
Purchase Requests functionality is great idea (ACQUISITIONS --> Purchase Requests); unfortunately, the usefulness of this new feature is limited because it appears that it can only be used with certain PO Line Types (Print Book - One Time, Electronic Book - One Time; Print Journal - Subscription; Electronic Journal - Subscription). We cannot use the purchase requests workflow for physical media, for example, because there is no option for a requester to choose a "Citation type" that would map to a PO Line Type of Visual Material. We cannot use the purchase requests workflow for streaming media, because this is…
27 votesAs of March release you can select a material type for purchase requests in Alma. The field previously called Requested Format has been renamed to Material Type and moved to the Resource Information section.
The accompanying modifications for the Primo Purchase Request Form will be added in an upcoming release.
For more information please see Alma Release Notes at https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Rename Review and Approve functions in Acquisitons menu of new Alma Layout
The Acquisitions Menu has some items with exactly the same name in the different sub-menus. When these show as Quick Links, it is impossible to tell which general function it will work with,
Please rename Review and Approve to
Review POL (or Purchase Order Line)
Review PO (or Purchase Order)
Review Invoice
Approve PO (or Purchase Order)
Approve Invoice26 votesAlma – Acquisitions menu link names were modified in order to assist users using these links in as part of the ‘Quick Links’ menu.
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Ability to change the Requester in the Purchase Request form
Several new features were added to the Purchase Request workflow with the May and June 2018 releases.
One of these has meant a regression for our staff and negatively impacts the library services. In the past, any staff could create purchase requests in Alma, on behalf of academic staff, researchers and students. The patron name could be selected as Requester. This was particularly helpful to Circulation Desk operators and managers. Now, it is not possible anymore and the purchase request creator is automatically processed as Requester (unless the user has the new Purchase Request Operator or Manager roles). A user…
26 votesAs of December release it is possible to allow an Alma user that does not have the Purchase Request Operator or Manager role to create a purchase request and change the requester of the purchase request to another user. The user can search for other users from the purchase request pickup field and can set the user with the auto complete option. This option is disabled by default. To enable it, contact Ex Libris Support.
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Function of generating license report
We are trying to generate a report (either via Analytics or from a Set) of License fields in the License Terms tab (specifically the Authorized Users fields - Authorized User Definition and Local Authorized User Definition). Neither Analytics nor Sets seem to report on the individual fields - even a Tools - Export to Excel would be useful.
22 votes -
Add a "Platform" field to SUSHI Release 5 Account Details
A field for Platform needs to be added to the SUSHI Release 5 account details page. Some vendors, specifically Elsevier, require that platform information is included to harvest data via SUSHI.
LibInsight provides a "platform" field in the SUSHI release 5 account set up. With COUNTER 4, the platform was provided before the customer ID (SD/C000000123). For release 5, a separate field is required.
20 votesAs of July release the SUSHI Account Details page now includes a Platform field. This field should be populated for vendors that require a platform code for successful harvesting of usage data. Note that the platform code is case sensitive. Only one platform code can be used per SUSHI account.
For more information please see Alma July release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Order Line Search
Enhance the search capabilities for POLs to include OR logic. Also, include fiscal period as a search parameter.
18 votesA new advanced search interface for PO lines allows using the "OR" Boolean operator and works similarly to the existing advanced search for other types of searches. The new search interface is based on a condition-writing concept using a query builder, which offers a more convenient and user-friendly user interface, with the ability to easily write complex queries.
This capability is part of the new layout of the POLine task lists which is now available for early access
For more information please see Alma November Release Notes
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Ability to change invoice owner
Currently, invoice owner cannot be changed once the invoice Summary tab has been saved.
If a user creates a manual invoice and mistakenly saves this tab with the wrong owner, the invoice needs to be deleted and recreated.
If an EDI invoice loads with the wrong owner due to an issue with one or more lines, the invoice needs to be deleted and reloaded.
This is inefficient, particularly when an invoice with many line items needs to be deleted and manually reentered. Please add the ability to change invoice owner to an appropriate value.
18 votesAs of July release you can change the owner for an invoice after it is edited. The values for the Owner list depend on the owner of the linked PO line/s, user role scope, library availability for vendor, and vendor account and funds. When saving the invoice, if the invoice owner is the institution but all the PO lines associated with the invoice lines are owned by a single library, a confirmation message displays that allows you to confirm or cancel your changes.
For more information please see Alma Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Ability to add more than one POL to an electronic collection
Need the ability to add more than one POL to an existing electronic collection. We do have a work-around of cross-referencing the POLs, but it doesn't really work well. We would like to see both orders listed when viewing 'More Info' on an electronic collection
12 votes -
Enhance SUSHI harvesting job
The SUSHI harvesting job is set to either run every Saturday or not at all. Some vendors do not make their data available except for certain weeks of the month. This results in failed errors in the notification. Could this be expanded so you can set when the jobs will run, like once a month (after the 15th) when most vendors have made their usage data available.
10 votesThe SUSHI Harvesting job can now be run on a monthly schedule, in addition to the weekly scheduling option. The monthly schedule offers four predefined optional dates across the month. This will save institutions from trying to harvest usage data each week, which can result in redundant failures in case reports are not ready yet.
For more information see Alma May Release Note at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
8 votes
As of September release For institutions that purchase resources with a currency different than the default currency, and have agreements on specific exchange rates with their vendors, you can now define a fixed exchange rate in a new Explicit Exchange Rates code table . Any time a transaction is calculated, it will look for an exchange currency value here.
See: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
reporting code
Can secondary and tertiary reporting codes be added to both Analytics and "manage sets" in Alma?
6 votesDear colleagues: The secondary and tertiary reporting codes be added to both Analytics
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Order bibs - get rid of 'brief bibs alert'
Brief record alerts are configured for cataloging but acquistiions order bibs are always and intentionally 'brief' and we'd like to avoid those alerts. Can brief order bibs be defined separately from catalog bibs? If Catalogers want to retain alerts but acquisitions wants to prevent them we can't use the configuration to cut out the 'required' fields. Hence, is there a way to define at system level what an order bib consists of and stop the 'brief bib' messages we have to override.
6 votesSome PO line and invoice alerts, as seen on their respective Alerts tabs, can now be disabled. The disabling of the alerts also effects the confirmation message associated with these alert
For more information please see Alma November Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Add Reporting Codes to Invoices
Reporting Codes can be applied to POLs only. This limits their usability to, for instance, track actual expenditures vs. proposed costs, or to split out expenses on an item among multiple programs or funds (which can be done with multiple invoices). Allowing Reporting codes, or some similar code, to be applied to Invoices would add a great deal of flexibility and utility to an already good idea.
5 votesChanging this to completed.
On Nov. 12 2016 the following was put here in the Idea, stating that it is already possible to have reporting codes associated with invoice lines:Thank you for your suggestion ‘Add Reporting Codes to Invoices’ in which you state ‘Reporting Codes can be applied to POLs only’.
Please note that it already is possible to add Reporting Codes to Invoices. For each invoice line it is possible to add a reporting code.
This appears in the “Invoice line” screen below the “Quantity” field and above the “note” field.
You will see it when both adding a new invoice line and when editing an existing invoice line.
This is also present in the screenshot titled “Invoice Line Details Page – Create Invoice Manually” at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Acquisitions/030Invoicing/020Creating_Invoices
It is also described at the same page.
The invoice line reporting code is also part of the xsl which is… -
receiving note - sizable
It would be terrific if we could resize the Receiving Note field when we are editing, just as you can with the POL note fields.
5 votes -
Add Allocation to the information for each fund on the "Funds and Ledgers" page.
Add Allocation to the information for each fund on the "Funds and Ledgers" page in Alma. Currently Available Balance, Cash Balance, Encumbered Balance, and Expenditure Balance are displayed, but we would like Allocation to be displayed also so that it is included in Excel exports from this page.
4 votes -
JSON reports for zero usage are not including a usage data line
Ex Libris have advised that the current behaviour is by design. When Alma loads an empty file that does not contain any usage data, the log will show "Failed" with no reason or description for the failure. Alma reports should include a message to indicate that there was zero usage, so that users know Alma has conducted a successful harvest.
3 votesAs of May release Alma knows to handle 3060 error messages coming from vendors which have difficulties analyzing the standard R5 date format. in these cases Alma will re attempt to send the request with a different date format for the vendor to process.
Additional handling was done to files which were “Fully processed” but did not contain any usage data. In the past the “data description” column was empty.
In cases where the harvest was successful and there was no data in the file, the status of the harvest will be “Completed – No valid report items found in the file”In case a single harvest brought a file with usage for multiple months, and some months had usage while others don’t the status of the harvest will be “Completed”.
Vendors which Alma can now better communicate with are:
Sage Journals
Duke Press
MIT Press
American Society of Civil… -
Support R5 Counter
Some of the major vendors are going to stop support R4 counter and in effect breaking your usage statistics automation (SUSHI)...
START NOW supporting R5 counters3 votesAs of January release Alma will be fully compliant with COUNTER release 5. COUNTER Release 4 will continue to be supported along with COUNTER release 5. This is the case for both Alma as well Alma Analytics. For more information, see video COUNTER Release 5 in Alma and Alma Analytics as well as Knowledge Center entry Managing COUNTER-Compliant Usage Data .
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Add NZ search to external search profile
Make it possible to easily (like with a single click) move from searching the repository to conducting the same search externally. Or even better make it possible to set up an external search profile that would search the Network Zone first then automatically search WorldCat by clicking on the other tab. The ability to easily search multiple locations without changing screens and repeating a search would streamline workflows and help discourage duplicate bibs in the network zone.
3 votesWhen using the Resource Management Search Resources option (previously Search External Resources), you can now include your Institution Zone and Network Zone (where applicable) in the search options. This is in addition to the Community Zone and external resources that you have configured for your system.
See Alma November Release Notes for more information
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Increase the number of vendors available through the SUSHI module
There are many vendors that provide SUSHI setup information that are not certified for the Alma module (Factiva, Project MUSE, and Gale to name a few).
Work with these vendors who do offer SUSHI to get them working through Alma's SUSHI module.2 votes -
POL cancelled
Cancelled POL and Tag Suppressed (Title)
On order items display to the public, the ordered item displays as "checked out" and the status is "On order until ...". However, when an order is cancelled for whatever reason, the display changes to "Check holdings" and a message regarding no physical resources... appears in the public display. This is rather disconcerting for the patrons - and staff.
As a Catalog manager, I am queried about such displays and then suppress the bibliographic record from Discovery.
I would like to request that when the POL status is changed to "cancelled" a message comes…1 voteOctober Release
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